-5.2%
SBUX vs SPY
+81.0%
-86.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.5% |
| 7D | -6.3% | -0.4% | -5.9% | -5.9% |
| 30D | -3.9% | -1.4% | -2.5% | -2.6% |
| 3M | +3.3% | +3.7% | -0.4% | -0.6% |
| 6M | +1.4% | +13.0% | -11.6% | -10.6% |
| YTD | +21.0% | +12.4% | +8.6% | +7.2% |
| 1Y | +22.4% | +18.5% | +3.9% | +2.7% |
| 3Y | +13.2% | +77.6% | -64.4% | -37.4% |
| 5Y | -5.2% | +81.7% | -86.9% | -48.5% |
| All | -5.2% | +81.0% | -86.2% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SPY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling